Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VRREX (VIRTUS REAL ESTATE SECURITIES FUND CLASS R6) | 13.51% | 13.45% | 11.57% | 4.76% | 6.94% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/28/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VRREX (VIRTUS REAL ESTATE SECURITIES FUND CLASS R6) | 11/28/2014 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.18 | 13.45 | 11.57 | 4.76 | 6.94 | NA | NA | … | … | 13.51 | 0.66 | 11.16 | 11.59 | -25.95 | 47.67 | -1.46 | 27.79 | -7.00 | 6.08 | 6.86 | 2.63 | 2.09 |
| Sharpe Ratio | NA | 0.86 | 0.56 | 0.15 | 0.25 | NA | NA | … | … | 2.47 | -0.13 | 0.48 | 0.40 | -1.09 | 3.05 | -0.04 | 2.08 | -0.50 | 0.53 | 0.40 | 0.15 | 2.04 |
| Standard Deviation(%) | NA | 12.75 | 16.52 | 18.93 | 21.11 | NA | NA | … | … | 13.84 | 17.09 | 15.70 | 19.85 | 25.28 | 15.65 | 43.13 | 12.66 | 16.97 | 10.28 | 16.77 | 17.59 | 13.04 |
| Draw Down(%) | NA | 7.76 | 18.74 | 32.84 | 41.99 | NA | NA | … | … | 7.76 | 15.29 | 10.34 | 20.19 | 32.36 | 7.36 | 41.99 | 6.09 | 14.62 | 6.24 | 14.81 | 15.81 | 1.96 |
| Yield(%) | 0.00 | 6.04 | 9.10 | 7.07 | 8.52 | 6.39 | 4.79 | … | … | 0.49 | 6.14 | 9.04 | 12.78 | 7.87 | 7.05 | 5.65 | 23.46 | 15.54 | 16.91 | 19.35 | 17.23 | 5.08 |
Data as of 06/04/2026, Common starting date is 11/28/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VRREX (VIRTUS REAL ESTATE SECURITIES FUND CLASS R6) |
-2.79%
Dec 2021 – Dec 2024 |
0.44%
Mar 2015 – Mar 2020 |
5.75%
Jan 2015 – Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VRREX (VIRTUS REAL ESTATE SECURITIES FUND CLASS R6) |
22.97%
Dec 2018 – Dec 2021 |
12.90%
Dec 2016 – Dec 2021 |
7.77%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart